Platform notes
We made the same verification error twice in two days, in different costumes. Both times the check passed. Both times the feature was broken. The rule that catches it is short and worth internalizing.
Platform notes
A new HubSpot page 404s for a minute, and that is normal
A brand new page can 404 for roughly a minute after publishing, and then start working with no further action. The dangerous part is that this looks identical to a real...
Platform notes
What HubSpot private content has no API for
Most of a private content build can be scripted. Four specific things cannot, and none of them are documented as manual. Scope them as UI work from the start rather than...
Platform notes
A wrong templateType fails silently
The template uploads. It registers. It appears in Design Manager. It simply never shows up in the dropdown it was written for, and nothing anywhere tells you why. Here is how to...
Platform notes
A template change does not reach your live page
Design Manager holds the new copy. The API returns 200. The live page serves the old wording, through as many republishes as you care to run. Here is what is actually happening...
CRM and lifecycle
Your form cannot create a Lead record
If you have been trying to get a HubSpot form to create a Lead and assuming you misconfigured something, you did not. Forms write to Contact, Company or Ticket only, and the...
CRM and lifecycle
Pipelines follow the sales motion, not the service line
Five service lines does not mean five pipelines. What separates a pipeline is the shape of the sales motion, most often whether the sale needs a consultation at all.
CRM and lifecycle
Separate what they typed from what you report on
"VP Sales", "VP of Sales" and "vp sales" are three rows in your report and one job title. Write self-reported answers to a twin property and let enrichment own the clean one.
CRM and lifecycle
HubSpot gives you five lead scores. Spend them like it.
The lead score cap is five per account, not per object, and most teams spend the first two before they know that. Persona matching in particular should never take a slot. Use...
CRM and lifecycle
Never move a disqualified contact to "Other"
It looks like tidying up. It is deleting your own history: the funnel loses the record, and the contact drops out of the flows that could still convert them. Keep the stage,...